The reporting area

When you open the Reports page, the Tasks bar lists all available reporting area categories which represent key reporting areas within a practice.

Click

next to a reporting area category in the Tasks bar to display a list of sub-areas in that reporting area category.

When creating or editing a report, select the reporting area category and then the sub-area. This determines the fields that can be included in the report. When you select a reporting area category and a sub-area, any saved reports based on that data are listed in the main Reports page.

Reports comes with a number of standard practice reports. These are located in the relevant reporting sub-areas.